See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,325 | $62,586-6.8% | $76,768-24.0% | $64,186-9.1% |
| Participation rate | 77.5% | 72.8%+4.7pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | -6.28% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $912 | $1,832-50.2% | $2,485-63.3% | $2,381-61.7% |
| Participant deferral / active EE | $3,597 | $3,145+14.4% | $3,852-6.6% | $3,470+3.7% |
| Admin fee / account holder | $5,515 | $4,667+18.2% | $6,675-17.4% | $4,888+12.8% |